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Of all the things I read of musk he is always many steps ahead of the game. Tesla will always be 10 years ahead of big auto. These muppets who run big auto are incapable of serious change. I watched a video of sandy Munro who worked for Ford. He wanted to change some tooling to increase efficiency they were still arguing 5 years later. Musk has silicon Valley attitude if it needs doing do it as long as it saves money. Even NASA laughed at him look at spacex now. He is so far ahead he is uncatchable. Ford is $170 billion in debt and musk is moving in on fords only profitable truck the f150 it's bye bye big auto.

Do not forget Elon musk said the world needs Terra/watt hrs of cells that's 2 magnitude from here so I cannot get my head around the scale of things

The only thing MM are interested in is money. They have probably filled their float for next to nothing. The only thing they are not allowed to do is sell cheaper than the buy otherwise that's shorting. Now if mugs like me can workout that the probability of sp being higher in short term the experts are sitting there saying to sellers
DOPES. When volume goes up they will let it run and make a fortune. That is the function of MM orderly market. But always in their favour of course.

Something nobody ha mentioned Elon musk said his factories will be producing 10Terrawhat at moment they are in gigawatts that's some ramp up. He also said maximum squeeze will be 2022to 2024 and for the life of me I cannot think of that company that coming online then.

Keith wants to get in touch with Tesla see if the process can be applied to spodeumen. It seems like the evaporation process grind clays to very fine dust add salty water and then evaporate the salts out?????. This is off the wall if right nobody though of doing this unbelievable. The presentation showed the processes using sulphuric acid I bet that's the same as ours. If we could convert process we will rule the world. Keith needs to be asking the chemical engineers some hard questions today. Mr musk just disrupted batteries.

Agree it's the process plant that's the game changer.

Another long shot. Elon musk visited VW few weeks ago. It was rumored to be about super charger agreements. But what if it was a cover for battery talk. Tesla Burlin will have the roadrunner battery line. What if after short time and production is up with demand I bet VW would be top of the question for supply agreement???

Not directly connected but Tesla has its battery day today. Its about its million miles battery and production. It's rumoured that it is going to announce that it's batteries will be below $100/KWH.That ladies and gentlemen means parity or cheaper than ICE Vehicles. What's important is it will guide how much lithium is needed for transition to EV . From our perspective it's more than 22500 ton/anum maybe 50x

??????? Who has the money then. Development is a must to get the specific energy up/kg.This then allows more market penetration into different markets.

You forgot the kryptonite

I think ozz will go down the process route they have been clipped hard by China so will try and be more independent not sure how they will get China out of the mines though

Spot on Tesla is ramping up to 35 gwH for batteries this is over world supply????

I think it's done and dusted just waiting for the politicians to sort out the timetables to match the finance there seems to be a lot of big companies breaking cover for factory builds. That's minimum 18 months lead time our turn soon.

Audi been caught fiddling emissions again on Q5 that's why we are getting plastered with ev messages from them ?????

My bad I got mixed up with profits as Tesla always spends to the max to develop factories I think about 6 billion which is not bad for a company that size. Ford carries 37billion debt and gm about 19 I think.

Tesla has no debt it was the only company to pay back $400 million government loan some years back. Ford and gm just took the money

Tesla has signaled to market it will sell $5 billion of shares to market for liquidity purposes. That is about 1% dilution. Tesla has had its invite to sp500 delayed one of the reasons was hard to get shares for the tracker funds as price was vertical after share split. Make no mistake this is a trillion market cap company in the making. I am slightly biased as a share holder but I bought 27 @ $395 ages ago(8 months) so am very happy trouble is I have become a Muskateer

Clarification Tesla sales dipped because of covid. They did not put them on the ship. The new sales figures are spectacular.

There was a dip because they could not put them on the ship because of vivid. The new sales figures are spectacular.

They ship to all the producers including Tesla. Chinese are one of the few who invested in processing on a big scale.